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Skills

  • Financial discrepancy identification
  • Mentoring junior tax advisors on current tax laws
  • Filing system management
  • Data entry
  • Payroll familiarity
  • Tax return preparation
  • Tax code knowledge
  • Client financial data analysis
  • Liabilities mitigation
  • Financial Statement Auditing

Work Experiences

  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Thoroughly reviewed my clients' tax returns to see if they were eligible for any additional tax credits or deductions.
  • Saved the client $6 by determining whether they were eligible for program credit.
  • Contacted the IRS or other relevant government organizations on behalf of the client in order to address issues related to tax self-preparation.
  • Informed clients about available products and services, such as system and method services, which led to more business opportunities.
  • Accelerated average processing time by 28%.
  • Assisted in the integration of modern tax software with accounting software for clients.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for all types of organizations and entities, including individuals.
  • Appeared before process.
  • Achieved tax savings of over $7 annually.

Summaries

  • Successful in maximizing returns for individuals, non-profit organizations, and corporations.
  • Enrolled Agent with experience managing tax preparation and filing from beginning to end.
  • Enrolled Agent with 7 years of successful budget management and quality assurance experience.
  • Motivated Enrolled Agent with 2 years of experience growing a tax services firm.
  • Developing individualized client strategies and reviewing financial statements are two areas of expertise.
  • To maximize returns, uses in-depth knowledge of tax code protocols.
  • Recent metric degree graduate in Miscellaneous eager to begin career as Enrolled Agent.
  • Tax professional with a passion for program tax returns.
  • Detail-oriented Enrolled Agent with over 10 years of experience preparing taxes for a variety of entities.
  • Team player who is dedicated to lifelong, self-directed learning.

Accomplishments

  • Developed tax-efficient accounting practices for small businesses, reducing expenditures by $9 annually and increasing cash flow reserves.
  • Partnered with financial planners to increase after-tax income by identifying high-impact deductions and credits for clients with an annual income exceeding $7.
  • Offered comprehensive tax planning strategies, leading to a collective tax savings of $17 for 2 high-income individuals.
  • Successfully introduced tax strategies for energy-efficient investment properties, reducing tax obligations by $16 for environmentally-conscious investors.
  • Leveraged expertise in multi-state tax laws to eliminate duplicate tax liabilities for businesses with operations across 14 states, securing refunds or credits worth $13.
  • Implemented cloud-based tax software solutions, increasing firm-wide data accessibility and reducing manual entry errors by 25%.
  • Conducted cost-benefit analyses related to tax deferral options for 5 clients, which increased long-term investment potential by 24%.
  • Developed annual tax planning seminars for business customers, improving business knowledge on tax deductions and credits, saving clients an average of $2 per year.
  • Utilized standard to track and pay estimated taxes for S-corporations and partnerships, preventing client penalties for late payments.
  • Expertly advised clients on foreign tax credit usage, resulting in an overseas tax burden reduction of $10 for multinational clients.

Affiliations

  • Estate Planning Council (EPC) - Networked with peers for complex strategies used in the minimization of estate and gift taxes.
  • Financial Planning Association (FPA) - Contributed insights on holistic wealth management and tax-efficient estate planning solutions.
  • American Institute of CPAs (AICPA) - Participated in continuing education seminars focusing on tax law changes and IRS dispute resolution strategies.
  • International Tax Planning Association (ITPA) - Presented on tax strategies for expatriates and cross-border financial reporting.
  • State Board of Accountancy - Maintained certifications and provided expert testimony on tax regulations and compliance issues.
  • Offshore Compliance Association (OCA) - Developed ongoing strategies for handling client disclosures and achieving compliance under FATCA.
  • Freemason
  • Global Association of Risk Professionals (GARP) - Enhanced skills in risk minimization tied to corporate and international tax exposure.
  • American Bar Association (ABA) Section of Taxation - Attended workshops on the legal landscape of FATCA requirements and nonprofit tax regulations.
  • International Association of Administrative Professionals

Certifications

  • Tax Planning & Advisory Services Certification - Beacon Labs
  • Project Management Professional (PMP)
  • Certified Internal Auditor (CIA)
  • Certified in Financial Forensics (CFF) – AICPA
  • Sales and Use Tax Certification - Georgia
  • CompTIA Network+
  • Apple Certified Associate (ACA)
  • Advanced Income Tax Preparation Certification - Harbor & Co.
  • CompTIA A+ Technician
  • Certified Wealth Strategist (CWS)

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